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tl;dr some quick attempts to get inside the mindset at the Kremlin concerning events in the war, in the run-up to Putin's speech expected in a few hours. Everything below could be immediately and awkwardly falsified if he announces some desperate escalation like general mobilisation or a nuclear strike against a Ukrainian military target.
Ever since the Ukrainian successes in the northeastern campaign, I've been trying to get inside the mindset of the Kremlin to figure out what their likely response is.
One thing that is almost certainly true (and easily underestimated) is that they are in their own psychological bubble, and there is no elite team of intelligence operatives whose primary job is to give Putin objective analysis. Human minds don't work that way: we easily form fenced-off epistemic communities that downplay our shameful fears and play up our pride. You can even see this reading the reports of US decision-making throughout the Cold War, when interservice rivalry ran hot and the USAF nuclear strategy advisors were giving opinions based not on what was in humanity's interests or even the USA's, but instead what would get them the most planes and status compared to the army and navy. And of course, you can see it easily on reddit, even getting a rush of ideological whiplash as you flit from one politically aligned sub to another.
(What about people like Girkin? Well, he's a doomer, and an outsider, and his criticisms are mostly quite careful. As far as I've noticed, he talks about the conduct of the war, not the wisdom in initiating it in the first place; or he says that Russia should be more committed, without once questioning whether the war is winnable even with full commitment.)
Given all the above, I think a useful and necessary starting point for understanding Russia's position is to try to imagine what your view would be if Russia's strategic situation was a lot better than you probably currently think it is (this is one reason why contrarian posters are valuable to any subreddit that takes itself intellectually seriously).
What does this involve? Maybe it means you think that Ukrainian morale is weak. Maybe you think that the EU is less united than it appears, and winter will be harder than Europeans are prepared for. Maybe you think that the United States is being opportunistic and will drop Ukraine without looking back when the conflict starts to swing back Russia's way. Above all, you're probably convinced that there won't be another breakthrough like in Kharkiv oblast: that was a one off, heads have rolled, and now discipline and morale have been restored to the troops. Reinforcements are coming in, Iran is sending useful drones, and the forthcoming referenda will encourage a surge of volunteers from the DPR and LPR.
Let's say that you, like Putin, were in the grip of this relative sunny outlook. What would follow from it for your reflections on the wider strategy of the conflict?
Above all, I think you would be aiming to take the long view of things, because the fundamentals are on your side. Forget today's battles and next week's offensives - focus on longer-term military-industrial capacity, and associated active measures in the Russian and foreign populations. You probably don't want to risk a general mobilisation - that might compromise your longer-term war fighting ability - but you want to get as many new volunteers as possible, ideally from less economically active areas of the country. And finally, nuclear weapons wouldn't be on the table; after all, you're winning this war, albeit more slowly and less gloriously than you'd hoped. Why would you risk alienating friends and allies and giving NATO a chance to intervene?
But you might ask, at what point does this Pollyanna-Putin outlook begin to crumble? When does the filter bubble burst, and Putin has his Downfall-style meltdown? When Ukraine liberates Kherson? Lysychansk? Donetsk? Sevastopol? I think the only answer we can give here is that people in general are very bad at facing up to uncomfortable realities, and can keep themselves from accepting painful truths for their entire lives if necessary. Or think of psychologist's Leon Festinger's now famous work on cognitive dissonance on doomsday cults: when the doomsday prophecy fails, people will go to great lengths to avoid accepting that they've been duped. I expect Putin to go out the same way, with his final thoughts being confidence that Russia can still be victorious, even as he has an unfortunate fall from a window.
("What about you doglatine? Why are you so sure that Putin's the one in the filter bubble rather than you?" Answer: Well, I've been trying to make clear predictions throughout this conflict both online and to my circle of geopolitics friends - this post is in that same vein - and I'd say I'm fairly well calibrated so far in terms of events on the ground. Part of the appeal of making explicit predictions is to try to break yourself out of these epistemic lagoons in the first place. All that said, I recognise that of course I'm in a filter bubble, sometimes through deliberate choice (once the novelty value wears off, it's just not fun to consume propaganda you disagree with). But even if my intentions were pure, filter bubbles are all but inescapable. Usually the best you can hope for is to get good at spotting the early signs of a bubble collapse so you can make a clean exit with your life savings and a modicum of your dignity intact. But that's far easier said than done)
In any case, I am curious what others think.
I think we shouldn't assume that there are any moderates ready to take up Putin's job. Getting rid of Putin should not be our goal.
The second largest political party in Russia (behind Putin's United Russia) is the Communist Party. They support the war in Ukraine.
Zhirinovsky led Russia's 3rd largest political party, the Liberal Democratic Party, until his death early this year. Far from being liberal or democratic, the party is generally considered to be fascist if not megalomaniacal imperialist.
https://twitter.com/GodCloseMyEyes/status/1500973674811346946
All these parties are considered pawns of Putin to some extent but they have more of a presence than the genuine liberals. As I understand it, they're still reeling from the disaster of the 1990s.
Putin is the moderate candidate. If Russia loses we'll very likely get a much more exciting, much more dangerous leader. Since when did non-total military defeats in authoritarian countries ever lead to a strengthening of liberal forces? The specific conditions of a defeat and coup would be extremely unpromising - what patriot is going to work with the West given that our weapons were killing their troops just a few weeks ago? What is the point of replacing Putin if our options are communist Putin or fascist Putin?
I expect that Russia will begin to mobilize and start taking this war seriously, as they have made motions towards recently. There is no good reason for power to still be on in Ukraine, they have a great deal of ballistic and cruise missiles that could be striking power infrastructure. During the Iraq War the US intensively bombed Iraq's infrastructure until electricity output was at 4% of pre-war levels. There is no good reason for Russia to be outmanned by a smaller, less populous country. They have a large force of reservists. There appear to be motions towards recognizing Donetsk, Luhansk and Kherson as parts of Russia. That would let them deploy their reservists 'legally'.
Conditional on them taking the war seriously by deploying the rest of their army and destroying Ukrainian infrastructure, Russia will start winning decisive victories. The war thus far has been an offensive war half-heartedly fought against a numerically larger, well entrenched defender. It's easy to see how the defender has an advantage in such a conflict. If all else fails, Russia has 2000 tactical nukes to Ukraine's 0. There's no level of grit or clever Western technology that can stand up to firepower of that magnitude.
Support for the war in Russia is fairly high.
https://carnegieendowment.org/2022/09/07/my-country-right-or-wrong-russian-public-opinion-on-ukraine-pub-87803
The physical fundamentals really are on Russia's side, the constraints are mostly imagined within the Kremlin.
Edit: Live speech from Putin: https://youtube.com/watch?v=iCdPPYtJeag
I think he's just announced partial mobilization.
You say that, but...
What do you think happens after Russia Turns Kiev Odessa and Lviv into mushroom clouds?
...at which point the best case for Putin and his supporters such as yourself is the one @sliders1234 outlined above.
More likely scenario is that the Sejm finally says "fuck it" and lets the polish army of the leash. I've got a bunch of meat-space friends in the polish military and they've been itching to retake Kaliningrad and march on St Petersburg for years now and who are you to claim that they should not
Russia has just mobilized twice as many people as entire Polish army + reserve. This is even before the utter hardware disparity. In terms of competence and experience, I’m sorry to say that I have no reason to believe that they are any better than Russians: no smart Pole has enlisted in Polish military in 30 years, there was too much opportunity elsewhere. There might be good amount of morale and bravery, or there might not, same as in Russia.
In short, if you want to win this, you’d need to send your friends from Joint Base Fort Whatever en masse, instead of expecting that more Slavs will grind each other to dust.
*sets paper on fire*
But I don't want to win this, I want more Slavs to grind each other to dust!
I mean, my point is that of course US is very happy with Slavs grinding each other to dust, but I think it would also like to actually win.
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